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SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains...

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Page 1: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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Page 2: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option. Note that the type of the instrument generated depends on the evaluation options selected. Sample A—Post Evaluation Only

• Post Evaluation • Follow-Up Evaluation • Instructor Information Sheet

Sample B—Pre and Post Evaluation

• Pre Evaluation • Post Evaluation • Follow-Up Evaluation • Instructor Information Sheet

Sample C—Stages to Change Evaluation

• Initial Observation • Mid-Term Observation • End-of-Program Observation • Progress Reporting Sheet • Follow-Up Evaluation • Instructor Information Sheet

Sample D—Train-the-Trainer Evaluation

• Pre Evaluation • Post Evaluation • Follow-Up Evaluation • Instructor Information Sheet

Page 3: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A

POST EVALUATION ONLY

• Post Evaluation

• Follow-Up Evaluation • Instructor Information Sheet

Page 4: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Post Evaluation

TITLE OF PROGRAM NAME OF ORGANIZATION

Post Evaluation

ID Number: ___________ Date: ______________ Please rate the instructor(s), materials, and the overall program by circling the appropriate number. Not helpful Somewhat

helpful Helpful Very helpful

Instructor(s) 1 2 3 4

Educational Materials 1 2 3 4

Overall Program 1 2 3 4 Testing Knowledge Please circle your answer to each of the following statements. 1. Goals should only be made for long-term plans such as homeownership, True False college tuition, or retirement.

2. Fixed expenses are expenses that typically change from month to month such as True False

food, clothing, and utilities. 3. Gross income is defined as income after taxes and other withholdings have been True False subtracted from net income 4. Compound interest is when only the amount of money deposited earns interest. True False

5. Financial experts recommend having an emergency fund that is equal to True False

3-6 months’ worth of living expenses. Building Skills Please circle the number that best describes how your confidence to do the following has changed:

Your confidence to: Decreased Stayed the same Increased

1. Write out a spending plan. 1 2 3

2. Keep track of spending and income. 1 2 3

3. Pay bills on time each month. 1 2 3

4. Save money regularly. 1 2 3

5. Spend less than you earn. 1 2 3

Page 5: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Post Evaluation

Taking Charge Please circle the number that best describes your answer.

As a result of this program, you plan to: No Maybe Yes

Already doing this

Does not apply

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 What did you like the most about this program? How could this program be improved? Would you recommend this program to others?

____ Yes ____ No

Demographics What is your age? ____ Under 25 ____ 25-34 ____ 35-44 ____ 45-54 ____ 55-64 ____ 65 or older What is your gender? ____ Male ____ Female What is your ethnicity? ____ African American/Black ____ Asian ____ Hispanic/Latino ____ Native American ____ White (non-Hispanic) ____ Multi-Racial ____ Other __________________________

Page 6: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Post Evaluation

What is your current marital status? ____ Married ____ Living with a partner ____ Separated ____ Divorced ____ Widowed ____ Single/Never married What is the highest level of education you have completed? ____ Less than high school ____ High school (or GED) ____ Some college ____ Associate's degree ____ Bachelor's degree (B.A. or B.S.) ____ Post graduate degree What is your current work status? ____ Working full-time ____ Working part-time ____ Not currently working What was your annual household income last year before taxes (include all sources of income)? ____ $0 (Not working) ____ $1-$10,000 ____ $10,001-$20,000 ____ $20,001-$30,000 ____ $30,001-$40,000 ____ More than $40,000 Comments and suggestions about the program:

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 7: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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(OPTIONAL) Share your name/address/phone number, if you are willing to allow us to contact you for follow-up comments. Name: ________________________________ Phone Number: ______________________________ Address: ___________________________________________________________________________

Page 8: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Follow-Up Evaluation

ID Number: ___________ Date: ____________

TITLE OF PROGRAM NAME OF ORGANIZATION

Follow-Up Evaluation Dear Program Participant, Thank you for participating in the [Name of Program] program! We hope you enjoyed the program and gained useful knowledge and skills. We would like to know how the program has helped you to better manage your money. As a follow-up, we invite you to complete a short survey. This information will help us to improve our program and better meet your financial needs. Please return your completed survey to the following address by [Due Date]. Your responses will be confidential. Thank you, Name, Title Contact Information Since completing the program, how often do you do the following financial practices?

Financial Practice

I am not doing this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4

2. Keeping track of spending and income. 1 2 3 4

3. Paying bills on time each month. 1 2 3 4

4. Saving money regularly. 1 2 3 4

5. Spending less than you earn. 1 2 3 4 Please list other changes you have made in your financial practices.

1.

2.

3.

Page 9: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Follow-Up Evaluation

Please indicate how your overall financial position has changed since completing the program.

Decreased No change Increased

By how much did it change?

Monthly income $

Monthly expenses $

Total savings $

Total debt $

As a result of the program, have you achieved any personal goal(s)? (examples: buying a car, paying down debt, or opening a checking account)

____ Yes What was the single most important goal you achieved?

________________________________________________________________________

____ No What barriers have prevented you from achieving your goals?

________________________________________________________________________ Have you shared what you learned with others?

____ Yes Who did you share this information with?

________________________________________________________________________

How many people did you share this information with?

________________________________________________________________________

____ No If you didn’t share this information, why not?

________________________________________________________________________

Demographics What is your current marital status? ____ Married ____ Living with a partner ____ Separated ____ Divorced ____ Widowed ____ Single/Never married What is your current work status? ____ Working full-time ____ Working part-time ____ Not currently working

Page 10: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Follow-Up Evaluation

Comments/suggestions: Tell us about the program’s impact on your everyday life. Share your success story with us!

Please return this survey to:

[RETURN ADDRESS]

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 11: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE A—POST EVALUATION ONLY Instructor Information Sheet

TITLE OF PROGRAM NAME OF ORGANIZATION

Instructor Information Sheet

Program Date(s): ______________________________________________________________________

Instructor(s): ______________________________________________________________________

Instructor(s) Contact Info: ______________________________________________________________________

Program Location: ______________________________________________________________________

Number of Participants: _____________________________

Topics covered during the workshop (check all that apply):

_____ 1. Consumer Decision Making _____ 2. Budgeting _____ 3. Cash Flow Management _____ 4. Savings and Investments _____ 5. Debt Management _____ 6. Homeownership

_____ 7. Retirement and Estate Planning _____ 8. Consumer Protection and Identity Theft _____ 9. Risk Management and Insurance _____ 10. Taxation _____ 11. Other________________________ _____ 12. Other________________________

Profile of participants (check all that apply):

_____ 1. General Public _____ 2. Low-to-Moderate Income _____ 3. Moderate-to-Upper Income _____ 4. Children and Youth _____ 5. Young Adults/College Students _____ 6. Baby Boomers

_____ 7. Elderly _____ 8. Military _____ 9. Financial Professionals _____ 10. Teachers/Educators _____ 11. Other________________________ _____ 12. Other________________________

Delivery method (check all that apply):

_____ 1. Workshop/Seminar _____ 2. Multi-session Course _____ 3. One-on-one Financial Counseling _____ 4. Internet

_____ 5. Printed materials _____ 6. Electronic Materials such as CD-ROMS _____ 7. Long-distance Education _____ 8. Other________________________

Total number of program contact hours: _______ hours

On average, what percentage of the participants had less than an 8th grade reading level? _______ %

On average, what percentage of the participants was non-English speaking? _______ %

What financial education resources were shared with program participants? Were there any particularly useful or interesting comments made by the program participants?

Page 12: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B

PRE AND POST EVALUATION

• Pre Evaluation • Post Evaluation

• Follow-Up Evaluation • Instructor Information Sheet

Page 13: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Pre Evaluation

TITLE OF PROGRAM NAME OF ORGANIZATION

Pre Evaluation

ID Number: ___________ Date: ____________ Testing Knowledge Please circle your answer to each of the following statements.

1. Goals should only be made for long-term plans such as homeownership, True False

college tuition, or retirement.

2. When talking about needs and wants, a good example of a need is auto insurance. True False 3. Fixed expenses are expenses that typically change from month to month such as True False

food, clothing, and utilities. 4. Gross income is defined as income after taxes and other withholdings have been True False

subtracted from net income.

5. Interest rates and fees are about the same on all credit cards. True False 6. Compound interest is when only the amount of money deposited earns interest. True False

7. Financial experts recommend having an emergency fund that is equal to True False

3-6 months’ worth of living expenses. 8. Credit card companies only approve credit limits that an individual is able to afford. True False 9. Approximately 10% of an individual’s credit score is determined by their payment history. True False 10. A debt-to-income ratio of more than 20% may indicate that a person has borrowed True False too much relative to his or her income. Building Skills Please circle the number that best describes your confidence to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5

Page 14: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Pre Evaluation

Demographics What is your age? ____ Under 25 ____ 25-34 ____ 35-44 ____ 45-54 ____ 55-64 ____ 65 or older What is your gender? ____ Male ____ Female What is your ethnicity? ____ African American/Black ____ Asian ____ Hispanic/Latino ____ Native American ____ White (non-Hispanic) ____ Multi-Racial ____ Other __________________________ What is your current marital status? ____ Married ____ Living with a partner ____ Separated ____ Divorced ____ Widowed ____ Single/Never married What is the highest level of education you have completed? ____ Less than high school ____ High school (or GED) ____ Some college ____ Associate's degree ____ Bachelor's degree (B.A. or B.S.) ____ Post graduate degree What is your current work status? ____ Working full-time ____ Working part-time ____ Not currently working

Page 15: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Pre Evaluation

What was your annual household income last year before taxes (including all sources of income)? ____ $0 (Not working) ____ $1-$10,000 ____ $10,001-$20,000 ____ $20,001-$30,000 ____ $30,001-$40,000 ____ More than $40,000

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 16: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Post Evaluation

TITLE OF PROGRAM NAME OF ORGANIZATION

Post Evaluation

ID Number: ___________ Date: ____________ Please rate the instructor(s), materials, and the overall program by circling the appropriate number.

Not helpful Somewhat helpful Helpful Very helpful

Instructor(s) 1 2 3 4

Educational Materials 1 2 3 4

Overall Program 1 2 3 4 Testing Knowledge Please circle your answer to each of the following statements. 1. Goals should only be made for long-term plans such as homeownership, True False

college tuition, or retirement.

2. When talking about needs and wants, a good example of a need is auto insurance. True False

3. Fixed expenses are expenses that typically change from month to month such as True False food, clothing, and utilities.

4. Gross income is defined as income after taxes and other withholdings have been True False subtracted from net income.

5. Interest rates and fees are about the same on all credit cards. True False

6. Compound interest is when only the amount of money deposited earns interest. True False

7. Financial experts recommend having an emergency fund that is equal to True False 3-6 months’ worth of living expenses.

8. Credit card companies only approve credit limits that an individual is able to afford. True False

9. Approximately 10% of an individual’s credit score is determined by their payment history. True False

10. A debt-to-income ratio of more than 20% may indicate that a person has borrowed True False too much relative to his or her income.

Page 17: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Post Evaluation

Building Skills Please circle the number that best describes your confidence to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time every month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 Taking Charge Please circle the number that best describes your answer.

As a result of this program, you plan to: No Maybe Yes

Already doing this

Does not apply

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 What did you like the most about this program? What did you like the least about this program? How could this program be improved? Would you recommend this program to others?

____ Yes ____ No

Page 18: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Post Evaluation

Demographics What county do you live in? ________________________ Do you have a checking account? ____ Yes ____ No Do you have a savings account? ____ Yes ____ No How do you prefer to receive financial information? (Check all that apply.) ____ Classroom instruction ____ Workshops/seminars ____ One-on-one financial counseling ____ Printed materials ____ Internet ____ Electronic materials such as CD-ROMS ____ Distance education ____ Other _______________________ What financial topics are you most interested in learning more about? (Check all that apply.) ____ Budgeting ____ Debt Management ____ Savings and Investments ____ Homeownership ____ Retirement and Estate Planning ____ Consumer Protection and Identity Theft ____ Risk Management and Insurance ____ Taxation ____ Other_________________________ Comments or suggestions about the program:

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 19: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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(OPTIONAL) Share your name/address/phone number, if you are willing to have us contact you for follow-up comments.

Name: ________________________________ Phone Number: _______________________________ Address: ___________________________________________________________________________

Page 20: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Follow-Up Evaluation

ID Number: ___________ Date: ____________

TITLE OF PROGRAM NAME OF ORGANIZATION

Follow-Up Evaluation Dear Program Participant, Thank you for participating in the [Name of Program] program! We hope you enjoyed the program and gained useful knowledge and skills. We would like to know how the program has helped you to better manage your money. As a follow-up, we invite you to complete a short survey. This information will help us to improve our program and better meet your financial needs. Please return your completed survey to the following address by [Due Date]. Your responses will be confidential. Thank you, Name, Title Contact Information Since completing the program, how often do you do the following financial practices?

Financial Practice

I am not doing this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4

2. Keeping track of spending and income. 1 2 3 4

3. Paying bills on time each month. 1 2 3 4

4. Saving money regularly. 1 2 3 4

5. Spending less than you earn. 1 2 3 4 Please list other changes you have made in your financial practices.

1.

2.

3.

Page 21: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Follow-Up Evaluation

Please indicate how your overall financial position has changed since completing the program.

Financial Position Decreased No change Increased

By how much did it change?

Monthly income $

Monthly expenses $

Total savings $

Total debt $

As a result of the program, have you achieved any personal goal(s)? (examples: buying a car, paying down debt, or opening a checking account)

____ Yes What was the single most important goal you achieved?

________________________________________________________________________

____ No What barriers have prevented you from achieving your goals?

________________________________________________________________________ Have you shared what you learned with others?

____ Yes Who did you share this information with?

________________________________________________________________________

How many people did you share this information with?

________________________________________________________________________

____ No If you didn’t share this information, why not?

________________________________________________________________________

Demographics What is your current marital status? ____ Married ____ Living with a partner ____ Separated ____ Divorced ____ Widowed ____ Single/Never married What is your current work status? ____ Working full-time ____ Working part-time ____ Not currently working

Page 22: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Follow-Up Evaluation

Comments/suggestions: Tell us about the program’s impact on your everyday life. Share with us your success story!

Please return this survey to:

[RETURN ADDRESS]

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 23: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE B—PRE AND POST EVALUATION Instructor Information Sheet

TITLE OF PROGRAM

NAME OF ORGANIZATION

Instructor Information Sheet

Program Date(s): ______________________________________________________________________

Instructor(s): ______________________________________________________________________

Instructor(s) Contact Info: ______________________________________________________________________

Program Location: ______________________________________________________________________

Number of Participants: _____________________________

Topics covered during the workshop (check all that apply): _____ 1. Consumer Decision Making _____ 2. Budgeting _____ 3. Cash Flow Management _____ 4. Savings and Investments _____ 5. Debt Management _____ 6. Homeownership

_____ 7. Retirement and Estate Planning _____ 8. Consumer Protection and Identity Theft _____ 9. Risk Management and Insurance _____ 10. Taxation _____ 11. Other________________________ _____ 12. Other________________________

Profile of participants (check all that apply): _____ 1. General Public _____ 2. Low-to-Moderate Income _____ 3. Moderate-to-Upper Income _____ 4. Children and Youth _____ 5. Young Adults/College Students _____ 6. Baby Boomers

_____ 7. Elderly _____ 8. Military _____ 9. Financial Professionals _____ 10. Teachers/Educators _____ 11. Other________________________ _____ 12. Other________________________

Delivery method (check all that apply): _____ 1. Workshop/Seminar _____ 2. Multi-session Course _____ 3. One-on-one Financial Counseling _____ 4. Internet

_____ 5. Printed materials _____ 6. Electronic Materials such as CD-ROMS _____ 7. Long-distance Education _____ 8. Other________________________

Total number of program contact hours: _______ hours

On average, what percentage of the participants had less than an 8th grade reading level? _______ %

On average, what percentage of the participants was non-English speaking? _______ %

What financial education resources were shared with program participants? Were there any particularly useful or interesting comments made by the program participants?

Page 24: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C

STAGES TO CHANGE EVALUATION

• Initial Observation

• Mid-Term Observation • End-of-Program Observation • Progress Reporting Sheet • Follow-Up Evaluation

• Instructor Information Sheet

Page 25: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION Initial Observation

TITLE OF PROGRAM NAME OF ORGANIZATION

Initial Observation

ID Number: ___________ Date: ____________ For each financial practice, please circle the number that best describes your current behavior.

Financial Practice

I am not considering

this

I am considering

this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4 5

2. Keeping track of spending and income. 1 2 3 4 5

3. Paying bills on time each month. 1 2 3 4 5

4. Saving money regularly. 1 2 3 4 5

5. Spending less than you earn. 1 2 3 4 5

6. Reviewing bills each month for accuracy. 1 2 3 4 5

7. Comparing prices before making purchases. 1 2 3 4 5

8. Paying off new charges on credit cards every month. 1 2 3 4 5

Demographics What is your age? ____ Under 25 ____ 25-34 ____ 35-44 ____ 45-54 ____ 55-64 ____ 65 or older What is your gender? ____ Male ____ Female

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 26: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION Mid-Term Observation

TITLE OF PROGRAM NAME OF ORGANIZATION

Mid-Term Observation

ID Number: ___________ Date: ____________ For each financial practice, please circle the number that best describes your current behavior.

Financial Practice

I am not considering

this

I am considering

this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4 5

2. Keeping track of spending and income. 1 2 3 4 5

3. Paying bills on time each month. 1 2 3 4 5

4. Saving money regularly. 1 2 3 4 5

5. Spending less than you earn. 1 2 3 4 5

6. Reviewing bills each month for accuracy. 1 2 3 4 5

7. Comparing prices before making purchases. 1 2 3 4 5

8. Paying off new charges on credit cards every month. 1 2 3 4 5

What has made it easier for you to improve your financial practices? What has prevented you from improving your financial practices? How can the remainder of this program best meet your financial learning needs?

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 27: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION End-of-Program Observation

TITLE OF PROGRAM NAME OF ORGANIZATION

End-of-Program Observation

ID Number: ___________ Date: ____________ Please rate the instructor(s), materials, and the overall program by circling the appropriate number.

Not helpful Somewhat helpful Helpful Very helpful

Instructor(s) 1 2 3 4

Educational Materials 1 2 3 4

Overall Program 1 2 3 4 For each financial practice, please circle the number that best describes your current behavior.

Financial Practice

I am not considering

this

I am considering

this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4 5

2. Keeping track of spending and income. 1 2 3 4 5

3. Paying bills on time each month. 1 2 3 4 5

4. Saving money regularly. 1 2 3 4 5

5. Spending less than you earn. 1 2 3 4 5

6. Reviewing bills each month for accuracy. 1 2 3 4 5

7. Comparing prices before making purchases. 1 2 3 4 5

8. Paying off new charges on credit cards every month. 1 2 3 4 5

Page 28: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION End-of-Program Observation

Please list other changes you have made in your financial practices.

1.

2.

3. What has made it easier for you to improve your financial practices? What has prevented you from improving your financial practices? With respect to the overall program, what did you like the most? What did you like the least? How could this program be improved? Have you shared what you learned with others?

____ Yes Whom did you share this information with?

________________________________________________________________________

How many people did you share this information with?

________________________________________________________________________

____ No If you didn’t share this information, why not?

________________________________________________________________________ Would you recommend this program to others? ____ Yes ____ No

Page 29: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION End-of-Program Observation

Demographics What is your current marital status? ____ Married ____ Living with a partner ____ Separated ____ Divorced ____ Widowed ____ Single/Never married What is the highest level of education you have completed? ____ Less than high school ____ High school (or GED) ____ Some college ____ Associate's degree ____ Bachelor's degree (B.A. or B.S.) ____ Post graduate degree What was your annual household income last year before taxes (including all sources of income)? ____ $0 (Not working) ____ $1-$10,000 ____ $10,001-$20,000 ____ $20,001-$30,000 ____ $30,001-$40,000 ____ More than $40,000 What is your ethnicity? ____ African American/Black ____ Asian ____ Hispanic/Latino ____ Native American ____ White (non-Hispanic) ____ Multi-Racial ____ Other __________________________ Comments or suggestions about the program:

Page 30: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

29

SAMPLE C—STAGES TO CHANGE EVALUATION End-of-Program Observation

(OPTIONAL) Share your name/address/phone number, if you are willing to have us contact you for follow-up comments.

Name: ___________________________________ Phone Number: ___________________________ Address: ___________________________________________________________________________

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

Page 31: SAMPLE EVALUATION INSTRUMENTS Evaluation... · SAMPLE EVALUATION INSTRUMENTS This section contains samples of evaluation instruments that can be generated for each evaluation option.

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SAMPLE C—STAGES TO CHANGE EVALUATION Progress Reporting Sheet

TITLE OF PROGRAM NAME OF ORGANIZATION Progress Reporting Sheet

ID Number: ___________ Date: ____________ Please indicate your financial position based on your current progress in the program.

Financial Position At the beginning of the program

In the middle of the program

At the end of the program

1. How much do you currently owe in credit card debt? ($)

2. How many credit cards do you have? (#)

3. How much did you pay in late fees last month? ($)

4. How much do you pay over the minimum balance due? ($)

5. What is the highest interest rate on your credit card(s)? (%)

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SAMPLE C—STAGES TO CHANGE EVALUATION Follow-Up Evaluation

ID Number: ___________ Date: ____________

TITLE OF PROGRAM NAME OF ORGANIZATION

Follow-Up Evaluation Dear Program Participant, Thank you for participating in the [Name of Program] program! We hope you enjoyed the program and gained useful knowledge and skills. We would like to know how the program has helped you to better manage your money. As a follow-up, we invite you to complete a short survey. This information will help us to improve our program and better meet your financial needs. Please return your completed survey to the following address by [Due Date]. Your responses will be confidential. Thank you, Name, Title Contact Information For each financial practice, please circle the number that best describes your current behavior.

Financial Practice

I am not considering

this

I am considering

this

I am doing this

sometimes

I am doing this most

of the time

I am doing this all of the time

1. Writing out a spending plan. 1 2 3 4 5

2. Keeping track of spending and income. 1 2 3 4 5

3. Paying bills on time each month. 1 2 3 4 5

4. Saving money regularly. 1 2 3 4 5

5. Spending less than you earn. 1 2 3 4 5

6. Reviewing bills each month for accuracy. 1 2 3 4 5

7. Comparing prices before making purchases. 1 2 3 4 5

8. Paying off new charges on credit cards every month. 1 2 3 4 5

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SAMPLE C—STAGES TO CHANGE EVALUATION Follow-Up Evaluation

Please list other changes you have made in your financial practices.

1.

2.

3. Please indicate how your overall financial position has changed since completing the program.

Financial Position Decreased No change Increased By how much did it change?

Monthly income $

Monthly expenses $

Total savings $

Total debt $

As a result of the program, have you achieved any personal goal(s)? (examples: buying a car, paying down debt, or opening a checking account)

____ Yes What was the single most important goal you achieved?

________________________________________________________________________

____ No What barriers have prevented you from achieving your goals?

________________________________________________________________________ Have you shared what you learned with others?

____ Yes Whom did you share this information with?

________________________________________________________________________

How many people did you share this information with?

________________________________________________________________________

____ No If you didn’t share this information, why not?

________________________________________________________________________

Comments/suggestions: Tell us about the program’s impact on your everyday life. Share your success story with us!

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SAMPLE C—STAGES TO CHANGE EVALUATION Follow-Up Evaluation

Please return this survey to:

[RETURN ADDRESS]

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

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SAMPLE C—STAGES TO CHANGE EVALUATION Instructor Information Sheet

TITLE OF PROGRAM NAME OF ORGANIZATION

Instructor Information Sheet

Program Date(s): ______________________________________________________________________

Instructor(s): ______________________________________________________________________

Instructor(s) Contact Info: ______________________________________________________________________

Program Location: ______________________________________________________________________

Number of Participants: _____________________________

Topics covered during the workshop (check all that apply):

_____ 1. Consumer Decision Making _____ 2. Budgeting _____ 3. Cash Flow Management _____ 4. Savings and Investments _____ 5. Debt Management _____ 6. Homeownership

_____ 7. Retirement and Estate Planning _____ 8. Consumer Protection and Identity Theft _____ 9. Risk Management and Insurance _____ 10. Taxation _____ 11. Other________________________ _____ 12. Other________________________

Profile of participants (check all that apply):

_____ 1. General Public _____ 2. Low-to-Moderate Income _____ 3. Moderate-to-Upper Income _____ 4. Children and Youth _____ 5. Young Adults/College Students _____ 6. Baby Boomers

_____ 7. Elderly _____ 8. Military _____ 9. Financial Professionals _____ 10. Teachers/Educators _____ 11. Other________________________ _____ 12. Other________________________

Delivery method (check all that apply):

_____ 1. Workshop/Seminar _____ 2. Multi-session Course _____ 3. One-on-one Financial Counseling _____ 4. Internet

_____ 5. Printed materials _____ 6. Electronic Materials such as CD-ROMS _____ 7. Long-distance Education _____ 8. Other________________________

Total number of program contact hours: _______ hours

On average, what percentage of the participants had less than an 8th grade reading level? _______ %

On average, what percentage of the participants was non-English speaking? _______ %

What financial education resources were shared with program participants? Were there any particularly useful or interesting comments made by the program participants?

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35

SAMPLE D

TRAIN-THE-TRAINER EVALUATION

• Pre Evaluation • Post Evaluation

• Follow-Up Evaluation • Instructor Information Sheet

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36

SAMPLE D—TRAIN-THE-TRAINER EVALUATION Pre Evaluation

TITLE OF PROGRAM NAME OF ORGANIZATION

Pre Evaluation

ID Number: ___________ Date: ____________ Testing Knowledge Please circle your answer to each of the following statements.

1. Goals should only be made for long-term plans such as homeownership, True False college tuition, or retirement.

2. When talking about needs and wants, a good example of a need is auto insurance. True False

3. Fixed expenses are expenses that typically change from month to month such as True False food, clothing, and utilities.

4. Gross income is defined as income after taxes and other withholdings have been True False subtracted from net income.

5. Interest rates and fees are about the same on all credit cards. True False

6. Compound interest is when only the amount of money deposited earns interest. True False

7. Financial experts recommend having an emergency fund that is equal to True False 3-6 months’ worth of living expenses.

8. Credit card companies only approve credit limits that an individual is able to afford. True False

9. Approximately 10% of an individual’s credit score is determined by their payment history. True False

10. A debt-to-income ratio of more than 20% may indicate that a person has borrowed True False too much relative to his or her income.

Building Teaching Skills Please circle the number that best describes your confidence as an instructor to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Understand participants' financial education needs. 1 2 3 4 5

2. Answer participants' questions about financial education. 1 2 3 4 5

3. Present effective financial education programs. 1 2 3 4 5

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SAMPLE D—TRAIN-THE-TRAINER EVALUATION Pre Evaluation

Shaping Personal Skills Please circle the number that best describes your confidence as an individual to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 Demographics How many years of experience do you have in financial education? (Check one.) ____ Less than 2 years ____ 2-5 years ____ 6-10 years ____ 11-15 years ____ 16-20 years ____ More than 20 years What is your current job title within your organization? ________________________________________ Which of the following best describes your current job affiliation? ____ Non-profit Organization ____ Private Sector ____ Government ____ College/University ____ Community College ____ School (elementary, middle, and high school) ____ Church or Faith-based Organization ____ Self-employed/Independent ____ Other (Please Specify)__________________________ What are your major job responsibilities with respect to financial education? ____ Program Delivery (teaching and counseling) ____ Program Planning and Development ____ Administration and Coordination ____ Evaluation ____ Research ____ Policy Planning What state do you live in? ________________________

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

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SAMPLE D—TRAIN-THE-TRAINER EVALUATION Post Evaluation

TITLE OF PROGRAM NAME OF ORGANIZATION

Post Evaluation

ID Number: ___________ Date: ______________ Please rate the instructor(s), materials, and the overall program by circling the appropriate number.

Poor Fair Good Excellent

Instructor(s) 1 2 3 4

Educational Materials 1 2 3 4

Overall Program 1 2 3 4 Testing Knowledge Please circle your answer to each of the following statements. 1. Goals should only be made for long-term plans such as homeownership, True False college tuition, or retirement. 2. When talking about needs and wants, a good example of a need is auto insurance. True False 3. Fixed expenses are expenses that typically change from month to month such as True False food, clothing, and utilities. 4. Gross income is defined as income after taxes and other withholdings have been True False subtracted from net income. 5. Interest rates and fees are about the same on all credit cards. True False 6. Compound interest is when only the amount of money deposited earns interest. True False 7. Financial experts recommend having an emergency fund that is equal to True False

3-6 months’ worth of living expenses. 8. Credit card companies only approve credit limits that an individual is able to afford. True False 9. Approximately 10% of an individual’s credit score is determined by their payment history. True False 10. A debt-to-income ratio of more than 20% may indicate that a person has borrowed True False too much relative to his or her income.

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39

SAMPLE D—TRAIN-THE-TRAINER EVALUATION Post Evaluation

Building Teaching Skills Please circle the number that best describes your confidence as an instructor to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Understand participants’ financial education needs. 1 2 3 4 5

2. Answer participants’ questions about financial education. 1 2 3 4 5

3. Present effective financial education programs. 1 2 3 4 5

Shaping Personal Skills Please circle the number that best describes your confidence as an individual to do the following:

How confident are you to: Not confident

A little confident

Somewhat confident Confident Very

confident

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 Taking Action for Teaching Please circle the number that indicates whether you plan to do the following with respect to program delivery:

As a result of this program, do you plan to: No Maybe Yes Already doing this

Does not

apply

1. Deliver more educational programs in this subject area? 1 2 3 4 5

2. Better explain the subject? 1 2 3 4 5

3. Use a variety of learning materials? 1 2 3 4 5

4. Deliver programs with confidence? 1 2 3 4 5

5. Share the training materials with other instructors? 1 2 3 4 5

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40

SAMPLE D—TRAIN-THE-TRAINER EVALUATION Post Evaluation

Taking Action for Personal Financial Success Please circle the number that indicates whether you plan to do the following with respect to your own financial management:

As a result of this program, do you plan to: No Maybe Yes Already doing this

Does not apply

1. Write out a spending plan. 1 2 3 4 5

2. Keep track of spending and income. 1 2 3 4 5

3. Pay bills on time each month. 1 2 3 4 5

4. Save money regularly. 1 2 3 4 5

5. Spend less than you earn. 1 2 3 4 5 What was the most helpful information you received during this training program? How could this training program be improved? What information and materials from this training do you plan to share with your target audience(s)? Would you recommend this training program to other instructors and colleagues? ____ Yes ____ No Demographics What is your age? ____ Under 25 ____ 25-34 ____ 35-44 ____ 45-54 ____ 55-64 ____ 65 or older What is your gender? ____ Male ____ Female

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41

SAMPLE D—TRAIN-THE-TRAINER EVALUATION Post Evaluation

What is the highest level of education you have completed? ____ Less than high school ____ High school (or GED) ____ Some college ____ Associate's degree ____ Bachelor's degree (B.A. or B.S.) ____ Post graduate degree What is your current work status? ____ Working full-time ____ Working part-time ____ Not currently working What was your annual household income last year before taxes (include all sources of income)? ____ $0 (Not working) ____ $1-$10,000 ____ $10,001-$20,000 ____ $20,001-$30,000 ____ $30,001-$40,000 ____ More than $40,000 Comments or suggestions about the training:

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

(OPTIONAL) Share your name/address/phone number, if you are willing to allow us to contact you for follow-up comments. Name: ___________________________________ Phone: __________________________________ Address: ___________________________________________________________________________ E-Mail: ___________________________________ Fax: _____________________________________

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42

SAMPLE D—TRAIN-THE-TRAINER EVALUATION Follow-Up Evaluation

ID Number: ___________ Date: ____________

TITLE OF PROGRAM

NAME OF ORGANIZATION Follow-Up Evaluation

Dear Instructor, Thank you for participating in the [Name of Program] training program! We hope you enjoyed the training and gained useful materials and resources that you can share with your target audience(s). As a follow-up, we would like to know how the curriculum materials are being used and what additional programming needs exist. We invite you to complete a short survey. Your responses will help us to improve our training program and better meet your financial education needs. Please return your completed survey to the following address by [Due Date]. Your responses will be confidential. Thank you, Name of Trainer, Title Contact Information Since completing the training, have you used the materials and resources from the program? ____ Yes (Go to next set of questions) ____ No Why not? Do you plan to use the materials and resources from the program in the future? ____Yes ____ No If your response to the first question was “Yes,” please go to the next set of questions. If your response was “No,” please skip to the question which starts with “Would you recommend the use of the curriculum/curricula…” How have you used the curriculum/curricula from the training? (Check all that apply.) ____ To present workshops/seminars to your target audience(s). ____ To present multi-session programs to your target audience(s). ____ To conduct training programs for your organization. ____ To conduct training programs for other organizations. ____ To teach a formal course (i.e., in the classroom). ____ To conduct one-on-one financial counseling. ____ To develop printed materials (i.e., lessons, handouts). ____ To develop Internet-based or electronic materials. ____ To develop other products (i.e., newspaper articles, radio and television programs). ____ To conduct distance education programs. ____ Other: __________________________________________________________________________

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SAMPLE D—TRAIN-THE-TRAINER EVALUATION Follow-Up Evaluation

Have you adapted the curriculum/curricula for inclusion in your educational programs? ____ Yes ____ No Have you used other materials to supplement the curriculum/curricula? ____ Yes ____ No Which components of the curriculum/curricula have you used? (Check all that apply.) ___ Lessons/Modules ___ Handouts ___ Activities ___ Evaluations ___ Powerpoints/Overheads ___ Web Site ___ Other ___________________________ Please list the financial topics from the curriculum/curricula that you have included in your program(s). 1. ________________________________ 2. ________________________________ 3. ________________________________

4. ________________________________ 5. ________________________________ 6. ________________________________

Approximately how many individuals have you reached with the curriculum/curricula since the training? ______ individuals Approximately how many programs have you delivered to your target audience(s) using the curriculum/curricula since the training? ______ programs With which target audiences have you used the curriculum/curricula? (Check all that apply.) ___ General Public ___ Low-to-Moderate Income ___ Moderate-to-Upper Income ___ Children and Youth ___ Young Adults/College Students ___ Baby Boomers ___ Elderly ___ Military ___ Financial Professionals ___ Teachers/Educators ___ Other________________________ ___ Other________________________

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44

SAMPLE D—TRAIN-THE-TRAINER EVALUATION

Follow-Up Evaluation In what languages have you taught the curriculum/curricula? (Check all that apply.) ____ English ____ Spanish ____ Chinese ____ Korean ____ Others (Please specify)____________________ What challenges have you faced in using the curriculum/curricula with your target audience(s)?

1. _________________________________________________________________________________ 2. _________________________________________________________________________________ 3. _________________________________________________________________________________

Did the training enhance your ability to teach the materials to your target audience(s)? ____ Yes ____ No

In your opinion, have the materials and resources improved the overall quality of your programs? ___ Yes ___ No Will you and/or your organization continue to use the curriculum/curricula in the future? ___ Yes ___ No Would you recommend the use of the curriculum/curricula to other instructors and colleagues? ____ Yes ____ No Have you shared the materials and resources from the training with other instructors and colleagues?

____ Yes How many instructors and colleagues? _______

____ No Why not? _________________________________________________________________ In reflecting on the training program, explain how the training could have been more useful. How could the curriculum be improved to better meet your organization’s needs?

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SAMPLE D—TRAIN-THE-TRAINER EVALUATION Follow-Up Evaluation

Demographics How would you rate your overall level of expertise in program evaluation? ____ No expertise in program evaluation ____ Beginning level of expertise ____ Intermediate level of expertise ____ Advanced level of expertise What delivery methods do you use? (Check all that apply.) ___ Workshops/seminars ___ Multi-session courses ___ One-on-one financial counseling ___ Printed materials ___ Internet ___ Electronic materials such as CD-ROMS ___ Distance education ___ Other________________________ How has the program impacted your target audience(s)? Share your Best Practices and Success Stories with us!

Other comments/suggestions about the curriculum or training:

Please return this survey to:

[RETURN ADDRESS]

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

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SAMPLE D—TRAIN-THE-TRAINER EVALUATION Instructor Information Sheet

TITLE OF PROGRAM NAME OF ORGANIZATION

Instructor Information Sheet

Program Date(s): ______________________________________________________________________

Instructor(s): ______________________________________________________________________

Instructor(s) Contact Info: ______________________________________________________________________

Program Location: ______________________________________________________________________

Number of Participants: _____________________________

Topics covered during the workshop (check all that apply): _____ 1. Consumer Decision Making _____ 2. Budgeting _____ 3. Cash Flow Management _____ 4. Savings and Investments _____ 5. Debt Management _____ 6. Homeownership

_____ 7. Retirement and Estate Planning _____ 8. Consumer Protection and Identity Theft _____ 9. Risk Management and Insurance _____ 10. Taxation _____ 11. Other________________________ _____ 12. Other________________________

Profile of participants (check all that apply): _____ 1. General Public _____ 2. Low-to-Moderate Income _____ 3. Moderate-to-Upper Income _____ 4. Children and Youth _____ 5. Young Adults/College Students _____ 6. Baby Boomers

_____ 7. Elderly _____ 8. Military _____ 9. Financial Professionals _____ 10. Teachers/Educators _____ 11. Other________________________ _____ 12. Other________________________

Delivery method (check all that apply):

_____ 9. Workshop/Seminar _____ 10. Multi-session Course _____ 11. One-on-one Financial Counseling _____ 12. Internet

_____ 13. Printed materials _____ 14. Electronic Materials such as CD-ROMS _____ 15. Long-distance Education _____ 16. Other________________________

Total number of program contact hours: _______ hours

On average, what percentage of the participants had less than an 8th grade reading level? _______ %

On average, what percentage of the participants was non-English speaking? _______ %

What financial education curricula and resources were shared with program participants? Were there any particularly useful or interesting comments made by the program participants?

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EXAMPLE OF AN EVALUATION TOOL CREATED BY THE DATABASE AND PRINTED AFTER EDITING

Financial Literacy UGA Cooperative Extension

Post-Evaluation

Evaluation ID Number: __________ Date: __________

Please rate the instructor(s), materials, and the overall program by circling the appropriate number. Not helpful Somewhat

helpful Helpful Very helpful

Instructor(s) 1 2 3 4 Educational Materials 1 2 3 4 Overall Program 1 2 3 4 Testing Knowledge Please circle your answer to each of the following statements. 1. Financial choices made today have very little impact on financial situations in the True False future. 2. Lifestyle choices made today will have very little impact on financial situations in the True False future. 3. What can be done with money today depends on what was done with money True False yesterday. 4. Every financial decision has consequences. True False 5. Financial success is achieved through choices made. True False

Building Skills Please circle the number that best describes how your confidence to do the following has changed:

Your confidence to: Decreased Stayed the same Increased

1. Write down S.M.A.R.T. financial goals. 1 2 3

2. Discuss goals with spouse and/or family members.

1 2 3

3. Calculate the amount of money needed to reach your goals.

1 2 3

4. Work on the first steps needed to reach your goals.

1 2 3

5. Save regularly to achieve your goals. 1 2 3

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Taking Charge Please circle the number that best describes your answer.

As a result of this program, you plan to: No Maybe Yes Already doing this

Does not

apply

1. Write down S.M.A.R.T. financial goals. 1 2 3 4 5

2. Discuss goals with spouse and/or family members.

1 2 3 4 5

3. Calculate the amount of money needed to reach your goals.

1 2 3 4 5

4. Work on the first steps needed to reach your goals.

1 2 3 4 5

5. Save regularly to achieve your goals. 1 2 3 4 5

What did you like the most about this program?

What did you like the least about this program?

How could this program be improved?

Would you recommend this program to others? ____Yes ____No

What is your age?______

What is the highest level of education you have completed? ____ Some high school ____ High school graduate (or GED) ____ Some college ____ Associate's degree ____ Bachelor's degree ____ Post graduate degree

What is your gender? ____ Male ____ Female

Did you receive an earned income tax credit (EITC) last year? ____ Yes ____ No

Comments or suggestions about the program:

Thank you for completing this evaluation. We appreciate your help as we strive to improve our educational programs.

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49

(OPTIONAL) Share your name/address/phone number, if you are willing to allow us to contact you for follow-up comments.

Name:___________________________________ Phone Number: _____________________ Address: __________________________________________________________________________


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